Join the HMRC MTD for Income Tax Public Beta with Sage

Get a head start with Making Tax Digital (MTD) for Income Tax. Master the new digital tax system with early access, expert support, and exclusive insights. By joining the Public Beta, you'll gain early access and confidence before it becomes mandatory, shape the future with feedback to HMRC, enhance client services for a smooth transition, and improve efficiency and accuracy in your MTD workflows.

Join the MTD for Income Tax Public Beta

Why join the Public Beta?

For Accountants and Bookkeepers:
                Early Familiarisation: Get a head start in understanding and navigating the MTD system before it becomes mandatory in April 2026.
Enhanced Accuracy: Digital workflows and processes will enhance your tax services, help reduce errors, and provide more accurate data.
Efficiency Boost: Digitise record keeping and tax reporting to meet MTD obligations, save time and reduce administrative burdens, so you can focus on delivering more profitable services.
Real-Time Insights: Access to up-to-date digital financial information enables you to offer more timely advice to clients, helping them make more informed business decisions.
Attract  new clients: Position yourself as a forward-thinking, tech-savvy practice that embraces digital transformation.

For your clients:
                Tax Estimates: Get tax estimates for clients from HMRC, based on the information submitted through quarterly updates, helping clients plan for tax payments.
Save time: Digital record keeping reduces admin, eliminates year-end scrambling and collecting receipts, and allows more time for them to focus on their business activities.
Better Financial Management: Access real-time financial insights so they always have visibility of their business information.
Reduce the Risk of Penalties: Stay compliant and avoid late filing penalties.

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Get more information

Read our knowledge base article which provides more detail about the eligibility criteria, how you can provide valuable feedback to HMRC and much more.

Read article

What are the steps to participate?

We’re making MTD for Income Tax as easy as possible for you and your clients. Get a head start and experience for yourself how MTD for Income Tax will operate from April 2026 by following these key steps below:

Register your interest in joining the pilot using the form to your right
Check Eligibility (With HMRC and Sage)
Register for the Public Beta (with HMRC)
Use Sage Compatible Software
Keep digital records
Submit Quarterly Updates
Submit annual tax return

Ready to get started? Fill out the short form at the side of this page and speak to a Sage expert who will support you.

Ready to Future-Proof your Practice?

Take the first steps towards digital transformation and position your practice for success.

Join Our MTD for Income Tax Public Beta Today